Aberdeen Wealth Management LLC
LAKE BLUFF IL · SEC CIK 0001802654
$2.08亿2026Q2 申报市值
427持仓数
53.1%前十大占比 · 第一大 26.6%
252 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FNDX 加仓+$152.09万
VIG 加仓+$107.31万
NVS 新建仓+$94.74万
DVN 新建仓+$48.63万
TSM 新建仓+$48.09万
2026Q2 卖出最多 按季末市值估算
JPM 减仓-$344.45万
IVOV 减仓-$288.06万
AMAT 减仓-$246.18万
AAPL 减仓-$231.32万
GOOGL 减仓-$208.88万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $29.07万 | 0.14% | 12,072 | -1,051 | -8.0% | -$2.53万 | 减仓 |
| ADI | ANALOG DEVICES INC | $28.58万 | 0.14% | 720 | -920 | -56.1% | -$36.52万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $28.11万 | 0.13% | 5,016 | -1,285 | -20.4% | -$7.20万 | 减仓 |
| TILT | FLEXSHARES TR | $27.74万 | 0.13% | 1,005 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $27.65万 | 0.13% | 23,554 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $27.63万 | 0.13% | 1,550 | -2,125 | -57.8% | -$37.88万 | 减仓 |
| ENB | ENBRIDGE INC | $25.94万 | 0.12% | 4,786 | -2,948 | -38.1% | -$15.98万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.84万 | 0.12% | 1,814 | -125 | -6.4% | -$1.71万 | 重新持有 |
| V | VISA INC | $24.70万 | 0.12% | 720 | -606 | -45.7% | -$20.79万 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.44万 | 0.12% | 144 | -8 | -5.3% | -$1.36万 | 减仓 |
| EMR | EMERSON ELEC CO | $24.15万 | 0.12% | 1,687 | -400 | -19.2% | -$5.73万 | 减仓 |
| NVO | NOVO-NORDISK A S | $23.71万 | 0.11% | 4,946 | 4,946 | — | $23.71万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.36万 | 0.11% | 685 | 685 | — | $23.36万 | 新建仓 |
| USB | US BANCORP | $23.15万 | 0.11% | 3,832 | -1,692 | -30.6% | -$10.22万 | 减仓 |
| MS | MORGAN STANLEY | $22.72万 | 0.11% | 1,087 | 1,087 | — | $22.72万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $22.71万 | 0.11% | 2,069 | -3,179 | -60.6% | -$34.90万 | 减仓 |
| IVV | ISHARES TR | $22.47万 | 0.11% | 300 | -580 | -65.9% | -$43.44万 | 减仓 |
| SBUX | STARBUCKS CORP | $20.65万 | 0.10% | 2,021 | -2,409 | -54.4% | -$24.62万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.64万 | 0.10% | 763 | -1,300 | -63.0% | -$35.16万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $20.37万 | 0.10% | 1,612 | -5,628 | -77.7% | -$71.12万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $20.29万 | 0.10% | 2,357 | -197 | -7.7% | -$1.70万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.24万 | 0.10% | 1,735 | -175 | -9.2% | -$2.04万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $20.01万 | 0.10% | 565 | -367 | -39.4% | -$13.00万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $19.88万 | 0.10% | 1,969 | 1,969 | — | $19.88万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $19.34万 | 0.09% | 3,431 | -3,394 | -49.7% | -$19.13万 | 减仓 |
| MRK | MERCK & CO INC | $19.27万 | 0.09% | 1,500 | -310 | -17.1% | -$3.98万 | 减仓 |
| FDX | FEDEX CORP | $19.16万 | 0.09% | 612 | -812 | -57.0% | -$25.43万 | 减仓 |
| MCK | MCKESSON CORP | $18.89万 | 0.09% | 250 | -100 | -28.6% | -$7.56万 | 减仓 |
| GIS | GENERAL MILLS INC | $18.81万 | 0.09% | 5,406 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $18.80万 | 0.09% | 2,425 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $18.51万 | 0.09% | 1,950 | 1,950 | — | $18.51万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $18.30万 | 0.09% | 2,668 | -2,200 | -45.2% | -$15.09万 | 减仓 |
| IRM | IRON MTN INC DEL | $17.95万 | 0.09% | 1,421 | -1,224 | -46.3% | -$15.46万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $17.82万 | 0.09% | 902 | -249 | -21.6% | -$4.92万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $17.71万 | 0.08% | 386 | 386 | — | $17.71万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $17.60万 | 0.08% | 2,400 | 2,400 | — | $17.60万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $17.14万 | 0.08% | 8,291 | -348 | -4.0% | -$7,193 | 减仓 |
| ETN | EATON CORP PLC | $17.04万 | 0.08% | 400 | 400 | — | $17.04万 | 新建仓 |
| GDX | VANECK ETF TRUST | $16.98万 | 0.08% | 2,250 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $16.34万 | 0.08% | 1,771 | -2,584 | -59.3% | -$23.84万 | 减仓 |
| APH | AMPHENOL CORP | $16.22万 | 0.08% | 920 | 920 | — | $16.22万 | 新建仓 |
| CCK | CROWN HLDGS INC | $16.18万 | 0.08% | 1,447 | 1,447 | — | $16.18万 | 新建仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $16.16万 | 0.08% | 3,685 | 3,685 | — | $16.16万 | 新建仓 |
| — | HONEYWELL INTL INC | $16.14万 | 0.08% | 721 | -721 | -50.0% | -$16.14万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $15.94万 | 0.08% | 721 | 721 | — | $15.94万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $15.90万 | 0.08% | 1,758 | 1,758 | — | $15.90万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $15.73万 | 0.08% | 3,486 | 3,486 | — | $15.73万 | 新建仓 |
| IWM | ISHARES TR | $15.62万 | 0.07% | 520 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $15.36万 | 0.07% | 3,628 | -1,490 | -29.1% | -$6.31万 | 减仓 |
| T | AT&T INC | $15.29万 | 0.07% | 7,388 | -4,375 | -37.2% | -$9.06万 | 减仓 |
| DEO | DIAGEO PLC | $15.27万 | 0.07% | 1,900 | -2,320 | -55.0% | -$18.65万 | 减仓 |
| COR | CENCORA INC | $14.47万 | 0.07% | 511 | -920 | -64.3% | -$26.05万 | 减仓 |
| BP | BP PLC | $14.35万 | 0.07% | 3,884 | 3,884 | — | $14.35万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $14.31万 | 0.07% | 1,999 | -1,300 | -39.4% | -$9.31万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $14.27万 | 0.07% | 4,500 | -3,000 | -40.0% | -$9.51万 | 减仓 |
| ZTS | ZOETIS INC | $13.93万 | 0.07% | 1,938 | -1,287 | -39.9% | -$9.25万 | 减仓 |
| MRNA | MODERNA INC | $13.66万 | 0.07% | 1,950 | 1,950 | — | $13.66万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $12.82万 | 0.06% | 639 | -240 | -27.3% | -$4.81万 | 重新持有 |
| YUM | YUM BRANDS INC | $12.79万 | 0.06% | 800 | 800 | — | $12.79万 | 新建仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $12.34万 | 0.06% | 4,550 | 4,550 | — | $12.34万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $12.27万 | 0.06% | 494 | -143 | -22.4% | -$3.55万 | 重新持有 |
| SNY | SANOFI SA | $12.03万 | 0.06% | 2,820 | 2,820 | — | $12.03万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $12.00万 | 0.06% | 1,009 | -2,900 | -74.2% | -$34.50万 | 减仓 |
| ORCL | ORACLE CORP | $11.94万 | 0.06% | 815 | -1,555 | -65.6% | -$22.79万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $11.88万 | 0.06% | 2,751 | -3,682 | -57.2% | -$15.90万 | 减仓 |
| EIX | EDISON INTL | $11.64万 | 0.06% | 1,563 | -1,380 | -46.9% | -$10.27万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $11.51万 | 0.06% | 2,110 | 2,110 | — | $11.51万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $11.09万 | 0.05% | 257 | 257 | — | $11.09万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $10.92万 | 0.05% | 171 | 171 | — | $10.92万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $10.82万 | 0.05% | 369 | -493 | -57.2% | -$14.45万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $10.55万 | 0.05% | 207 | -255 | -55.2% | -$12.99万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $10.54万 | 0.05% | 1,767 | -154 | -8.0% | -$9,189 | 减仓 |
| CVS | CVS HEALTH CORP | $10.39万 | 0.05% | 1,004 | 1,004 | — | $10.39万 | 新建仓 |
| AVGO | BROADCOM INC | $10.16万 | 0.05% | 269 | -343 | -56.0% | -$12.96万 | 重新持有 |
| POET | POET TECHNOLOGIES INC | $10.07万 | 0.05% | 9,800 | 9,800 | — | $10.07万 | 新建仓 |
| QCOM | QUALCOMM INC | $9.98万 | 0.05% | 540 | 540 | — | $9.98万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $9.96万 | 0.05% | 3,116 | 3,116 | — | $9.96万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $9.96万 | 0.05% | 4,015 | 4,015 | — | $9.96万 | 新建仓 |
| TSLA | TESLA INC | $9.38万 | 0.05% | 223 | 223 | — | $9.38万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $9.21万 | 0.04% | 547 | 547 | — | $9.21万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $9.18万 | 0.04% | 725 | 725 | — | $9.18万 | 新建仓 |
| PAYX | PAYCHEX INC | $9.10万 | 0.04% | 925 | -1,058 | -53.4% | -$10.40万 | 重新持有 |
| KVUE | KENVUE INC | $9.03万 | 0.04% | 4,726 | 4,726 | — | $9.03万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9.02万 | 0.04% | 180 | 180 | — | $9.02万 | 新建仓 |
| FTNT | FORTINET INC | $8.83万 | 0.04% | 575 | 575 | — | $8.83万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $8.72万 | 0.04% | 400 | -300 | -42.9% | -$6.54万 | 减仓 |
| OSK | OSHKOSH CORP | $8.44万 | 0.04% | 550 | 550 | — | $8.44万 | 新建仓 |
| LIN | LINDE PLC | $8.30万 | 0.04% | 160 | -1,000 | -86.2% | -$51.89万 | 减仓 |
| BNTX | BIONTECH SE | $8.19万 | 0.04% | 880 | 880 | — | $8.19万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $7.99万 | 0.04% | 703 | 703 | — | $7.99万 | 新建仓 |
| SLB | SLB LIMITED | $7.91万 | 0.04% | 1,702 | 1,702 | — | $7.91万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $7.56万 | 0.04% | 190 | 190 | — | $7.56万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $7.38万 | 0.04% | 505 | -1,086 | -68.3% | -$15.87万 | 减仓 |
| ASML | ASML HLDG NV | $6.96万 | 0.03% | 35 | 35 | — | $6.96万 | 新建仓 |
| CME | CME GROUP INC | $6.85万 | 0.03% | 310 | 310 | — | $6.85万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $6.72万 | 0.03% | 568 | 568 | — | $6.72万 | 新建仓 |
| CLX | CLOROX CO DEL | $6.59万 | 0.03% | 690 | 690 | — | $6.59万 | 新建仓 |
| ARKQ | ARK ETF TR | $6.56万 | 0.03% | 496 | 496 | — | $6.56万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $6.43万 | 0.03% | 1,111 | 1,111 | — | $6.43万 | 新建仓 |
| XEL | XCEL ENERGY INC | $6.42万 | 0.03% | 800 | 800 | — | $6.42万 | 新建仓 |